Customer and contracts
Here you can find all questions regarding customers and contract management.
- How does billwerk validate the VAT ID of customers?
- Based on what is the taxation of a customer determined?
- How can I send documents by mail?
- How can I create a new customer?
- What kind of customer data is saved and where?
- How do I lock a customer?
- How can I configure an individual term of payment for a contract? (On Account payment)
- How can I add a manual confirmation step for incoming orders?
- What information can I see in the contract details?
- How do failed payment transactions affect recurring payments and billing in a contract?
- How do I create a contract?
- How can I up- or downgrade a contract?